Joseph Fletcher Anderson jr
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
23
investments
1
positions
0
gifts
0
agreements
0
debts
3
reimbursements
3
income
0
spouse income
Named parties
- D. Fitzpatrick
- Clemson University
- Charleston School of Law
- Association of Justice
- Defense Trial Attorneys Conf.
- Charleston School of Law - ad junct mstructor pay
- National Institute of Trial Advocacy - net book rovalty
- USC School of Law - ad junct mstructor pay
As filed
MFS Municipal Income Trust — Int/Div
Mutual Fund Invesco Pacific Growth Fund — Int/Div
Mutual Fund - Invesco Global Growth Fund — Int/Div
Checking Account — Interest
US Savings Bond (Series I) — Interest
Mutual Fund - Vanguard LT Treasury Fund — Int/Div
Mutual Fund - Vanguard Precious Metals & Mining — Int/Div
Stock - Gilead Sciences — Int/Div
Money Market Account - Bank of America (fka Merrill Lynch Wealth Mgmt, — Interest
Mutual Fund - Vanguard Wellington — Int/Div
Stock « Johmson& Johnson — Int/Div
Cert. of Deposit « Branch Bank & Trust — Interest
Cert. of Deposit - Branch Bank & Trust — Interest
Mutual Fund - Vanguard Global Equity — Int/Div
Mutual Fund - Vanguard Energy Fund — Int/Div
Mutual Fund - Vanguard GNMA Fund — Int/Div
Ltd. Pship Interest - Enterprise Products Partners — istrnibution
Ltd. Pship Interest - Energy Transfer Equity — Distribution
Ltd. Pship Interest - Kinder Morgan Energy Partners — istmbution
Ltd. Pship Interest - Plains All American Pipeline — Distribution
Gold Deposit - Standard and Poors — Int/Div
Rental Property - Clemson, SC (see Part vin — None — Sold — D. Fitzpatrick
Savings Account - Branch, Bank & Trust — Interest
Member, President's Advisory Board, Clemson University
Reimbursement — Charleston School of Law — 5/13/13-5/24/2013 — Charleston, SC — Teach Trial Advocacy Evidence Class — Lodging Travel
Reimbursement — Association of Justice — 8/1/2013-8/322013 — Hilton Head Island, SC — Annual Convention — Lodgmg
Reimbursement — Defense Trial Attorneys Conf. — 11/72003-1 171002013 — Savannah, GA — Speaker at Annual Convention — Lodging
Income — 2013 — Charleston School of Law - ad junct mstructor pay — ST.ER8.00
Income — 2013 — National Institute of Trial Advocacy - net book rovalty — $152.66
Income — 2013 — USC School of Law - ad junct mstructor pay — S15.000.00
1
Described in prospectus as a "closed-end, non-diversified investment company that seeks to provide current income exempt from federal income taxes." The
Trustee is Massachusetts Financial Company.
2
Pacific Growth Fund; Jersey City, NJ
3
Dividend Growth Securities; Jersey City, NJ
Branch Bank & Trust Co.; Columbia, SC
Senes I Savings Bond
Vanguard Long Term Treasury Fund; Philadelphia, PA
Vanguard Precious Metals & Mining Fund; Philadelphia, PA
8.
Gilead Sciences (stock)
9.
Merrill Lynch Wealth Mgme. (formerly Bank of America Cash Reserves); Columbia, SC. The account is the same as reported in 2012, but for some reason,
Bank of America and Merrill Lynch (which merged & few years ago) now report it as Bank of America Money Market Fund rather than « Merrill Lynch Money
Market Fund.
10. Vanguard Wellington Fund; Philadelphia, PA
1"
Johnson & Johnson (stock)
12
Branch Bank & Trust; Columbia, SC
13
Branch Bank & Trust; Columbia, SC
14
Vanguard Global Equity Fund; Philadelphia, PA
18,
Vanguard Energy Fund; Philadelphia, PA
16.
Vanguard GNMA Fund; Philadelphia, PA
17. Enterprise Products Partners, Ltd.: Houston, TX.
“The account is the same as previous years. | just discovered that some of the words in the account name
were transposed. What was | formerly listed as "Engery Enterprise Partners, Ltd." should be correctly referred to as "Enterprise Products Partners, Lid." My
recusal list with the Clerk of Court correctly reflects the name of the company.
18. Energy Transfer Equity; Dallas, TX
19. Kinder Morgan Energy Partners; Houston, TX
20. Plains All American Pipeline; Houston, TX
21. Standard and Poors Deposit Receipt; NY Exchange Traded Fund
22. This is a rental/investment house in Clemson, SC purchased by me and 0 on 7/23/11 for $46,000. The value of the asset in Column C(1) increased
substantially from "
K
n 2011 to "M" in 2012 as a result of the $95,934 in rennovations that were made to the house, The house wis sold on January 29, 2013
No rental income was received from the ownership of this property apart from the profit made upon its sale. It was purchased as a rental house but never rented to
any one. Ultimately, substantial improvements were made and it was sold.
23. Savings Acount
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.